Standard Tax Change Utility

This utility can be used to update the two Standard Tax codes in selected data tables and documents existing through out the application.
e.g. GST to HST and PST to NTX

This utility can not be used with Vertex or Enhanced Taxing as activated in the Company Taxing Parameters.

The prompts include:

PROVINCE CODE/ALL

Type ALL to update the selected tax codes for tables and documents relating to all provinces, or enter any province, or select a specific province from the Province/State Search window.

Note: If this field is left blank, only tables and documents with no province code will be eligible for the update.

OLD TAX 1 CODE

Enter the old existing tax code that is to be replaced in the selected tables and documents for the selected provinces, or select the old tax code from the Tax Code Search window.

OLD TAX 2 CODE

Enter the second old existing tax code to be replaced in the selected tables and documents for the selected provinces, or select the tax code from the Tax Code Search window.

Note: Both Old Tax 1 and Old Tax 2 codes must match the records in the table or document to be eligible for the update, but if these two tax codes are "flipped" on the Tax1/Tax2 details, they are still eligible to be updated.

NEW TAX 1 CODE

Enter the new tax code to be assigned in the selected tables and documents for the selected provinces replacing Old Tax 1 Code, or select the new tax code from the Tax Code Search window.

The new tax code must have already been setup in the Tax Codes.

NEW TAX 2 CODE

Enter the second new tax code to be assigned in the selected tables and documents for the selected provinces replacing Old Tax 2 Code, or select the new tax code from the Tax Code Search window.

Taxing Setup:
Check the relevant boxes and use the filters to select the tables and records that should be updated by the new tax codes.
Uncheck the boxes for any tables that should not be updated at this time.
Note: If Remove Exempt# is selected for customers, the old exemption number will be added to the customer comments for reference.

Documents:
Check the relevant boxes to select the types of documents to be updated with the new tax codes.
Uncheck the boxes for any documents that should not be updated at this time.
Note: The document header, details, services will be updated to the new tax codes, however, the document totals will NOT be recalculated automatically.

UPDATE TYPE

Select one of the following actions:

• Click Check Only to generate a Change Log to review the requested changes, but to not actually update the tables or documents.

• Click Update Records to generate a Change Log and also to update the tables and documents replacing the old tax codes with the new ones.
  No further confirmation is required.

  Tracking Tax Changes:
  Changes made to either Standard Tax Code 1 or 2 on the header, details, services, or damage waiver of counter documents including Contracts, Quotes, Reservations and Invoices, are written to the Audit Log and can be viewed under the "DOCUMENT TAX CODES" category.

Finished?

Click ACCEPT to execute the or CANCEL to abort.